Heartland Financial USA shares owned by Whelan Financial
Quarter-by-quarter ownership of Heartland Financial USA (HTLF) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Heartland Financial USA
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Quarterly reported holdings in Heartland Financial USA by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $513k | 9.0k | 56.70 |
| 2024-06-30 | $413k | 9.3k | 44.45 |
| 2024-03-31 | $327k | 9.3k | 35.15 |
| 2023-12-31 | $516k | 14k | 37.61 |
| 2023-09-30 | $402k | 14k | 29.43 |
| 2023-06-30 | $379k | 14k | 27.87 |
| 2023-03-31 | $523k | 14k | 38.36 |
| 2022-12-31 | $635k | 14k | 46.62 |
| 2022-09-30 | $225k | 5.2k | 43.36 |
| 2022-06-30 | $216k | 5.2k | 41.63 |
| 2022-03-31 | $248k | 5.2k | 47.79 |